Weekly recap by email The past week in your inbox, every Monday
Every Monday, Natalia emails the figures of the week that just ended: the average score, what your clients talked about, your agents and, for a group, its agencies. You read the week without logging in, and each figure opens the matching conversations.
- Monday from 7 a.m., Paris time
- One address per organisation
- Included in the Analysis option
- Every figure opens Conversations
When it is sent
The recap goes out on Monday from 7 a.m., Paris time. It covers the week from Monday to Sunday that just ended, and compares its score with the week before.
It is sent only when two conditions are met: the organisation has entered a recap address, and the Analysis option is subscribed. For an agency, its group's subscription counts. An exhausted monthly volume does not stop the recap.
Set the recipient address
The recap goes to a single address, set per organisation. Without an address, no recap is sent.
- In the console, open Settings, General tab.
- In the Information block, fill in the field Adresse e-mail du récapitulatif hebdomadaire (weekly recap email address).
- Click Save. The next recap leaves on Monday.
To stop the recap, empty the field and save. Only the Administrator role can change the address: a member sees the field without being able to edit it.
What the recap contains
The subject reads « Récapitulatif Natalia », followed by the first day of the week. The email is written in French. From top to bottom:
- Average score. The week's score out of 5, in stars, with its gap from the previous week. Without a previous week to compare, the email says so.
- Analysed conversations. How many conversations of the week were analysed.
- What your clients talked about. The five busiest categories of your analysis grid, each with its number of conversations and a bar.
- Your agents. Up to thirty agents, busiest first, each with their number of analysed conversations and their average score. Conversations without a named agent are grouped under « Non renseigné ».
- Your agencies. For a group only: one line per agency, with its number of analysed conversations and its average score.
A button, « Voir le détail dans Natalia » (see the detail in Natalia), closes the email.
Every figure opens Conversations
A click on a figure opens Conversations in the console, already filtered on the week's analysed conversations. A category, an agent or an agency adds its own filter: you land on the conversations behind that line.
An empty week
When no conversation was analysed during the week, the recap still goes out. It keeps its title, says that no conversation was analysed over the period, and keeps the button to the console. It shows no score, category, agent or agency.
A group and its agencies
The recap of a group covers the group and its agencies: the average score, the analysed conversations, the categories and the agents add up all of them. The « Your agencies » list then gives one line per agency, including an agency with no conversation that week.
Each agency is an organisation with its own address field. An agency that sets one receives its own recap, limited to its conversations. How groups and agencies work is described on the groups and agencies page.